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The Pension Source
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Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
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DWC ERISA Consultants LLC
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BPAS
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EPIC RPS
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BPAS
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Merkley Retirement Consultants
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Compensation Strategies Group, Ltd.
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Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
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IRS Sample Automatic Enrollment and Default Investment Notice (PDF)
Internal Revenue Service [IRS]
[Official Guidance] Nov. 16, 2007
7 pages. Excerpt: Although the sample notice is designed for use in satisfying the QACA and EACA notice requirements, and the notice requirements under ERISA sections 404(c)(5) and 514(e)(3), plan sponsors may also find the sample notice to be helpful in drafting an employee explanation for an automatic contribution arrangement that is neither a QACA nor an EACA.
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